---
title: "早餐 | 郭明錤料英伟达市值将超苹果，Meta 大范围宕机"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/109290579.md"
description: "美联储主席鲍威尔本周国会作证前，蓝筹科技股拖累美股集体下跌。苹果五日连跌，英伟达四日连涨，市值逼近苹果。郭明錤称，市场下修今年 iPhone 出货预期。苹果 AI 战略模糊，投资者逐渐失去耐心。环保人士纵火致特斯拉德国工厂停工。淡马锡讨论投资 OpenAI。阿里巴巴领投中国 AI 初创公司 MiniMax。蔚来去年四季度亏损扩大，一季度交付指引不及预期。"
datetime: "2024-03-05T23:49:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/109290579.md)
  - [en](https://longbridge.com/en/news/109290579.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/109290579.md)
---

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# 早餐 | 郭明錤料英伟达市值将超苹果，Meta 大范围宕机

Good morning! A great day starts with making money.

### Overnight Market Update

**Tech stocks dragged down, Nasdaq fell over 2%, Nvidia hit a new high, NIO-SW staged a big turnaround**

Before Federal Reserve Chairman Powell testified before Congress this week, blue-chip tech stocks continued to weigh on the US stock market. All three major indices fell by over 1%, with Nasdaq dropping by 1.65%.

Chip stocks, which have outperformed the market in recent days, saw their overall momentum fade. Nvidia rose by nearly 0.9%, hitting a new closing high for the fourth consecutive trading day, narrowing the market cap gap with Apple to $500 billion. AMD fell by 0.1%, TSMC fell by over 2%, and Intel fell by over 5%.

Artificial Intelligence (AI) concept stocks generally fell. MicroStrategy fell by 21%, SoundHound.ai by nearly 12%, C3.ai by over 8%, BigBear.ai by over 13%, and Super Micro Computer (SMCI) rose by 1.5%.

Apple fell by 2.8%, marking a five-day decline. Tesla fell by 3.9%, Microsoft by nearly 3%, Meta by 1.6%, Amazon by nearly 2%, Alphabet-C by 0.5%, and Netflix by 2.8%.

Popular Chinese concept stocks continued to decline. NIO Inc. USD OV rose by 2.8%, XPeng remained flat, Li Auto rose by 0.4%. Dingdong Maicai fell by nearly 4%, NetEase by nearly 3%, BIDU-SW by over 2%, JD.com and Bilibili by 2%, Tencent Music by nearly 2%, Pinduoduo by over 0.6%, and Alibaba by 0.1%.

### Blue Chips and Hot Stocks

**Facebook and Instagram experienced a global outage**

Hundreds of thousands of users worldwide were affected. The outage occurred around 10 a.m. Eastern Time in the United States, with Facebook receiving over 300,000 outage reports and Instagram receiving about 40,000 reports.

**Ming-Chi Kuo: Market lowers this year's iPhone shipment expectations, Nvidia's market cap expected to surpass Apple**

Ming-Chi Kuo, an analyst at TF International Securities, stated that the previous market consensus for 2024 iPhone shipments was 220-225 million units, but it has now been revised down to around 200 million units, closer to my previous forecast. If Apple fails to launch AI services that exceed market expectations this year, Nvidia's market cap is likely to surpass Apple's.

**Apple's AI strategy remains unclear, investors are losing patience**

CEO Cook promised shareholders last week to "break new ground in the field of AI," but the strategy for AI remains vague. Investors' impatience is growing. Rhys Williams, Chief Strategist at Wayve Asset Management, said that Apple lacks some of the current market driving factors, so its performance is lagging. If some of the new products are indeed launched, it will be in the second half of the year.

## Tesla: The German factory experienced a power outage due to an intentional arson incident, causing production to halt. It is uncertain when production can resume, with losses exceeding €100 million. There is no expectation to restart production at the Berlin factory in Germany this week.

-   **Morgan Stanley**: Lowered Tesla's target price from $345 to $320.
    
-   **HiPhi Founder Ding Lei**: Plans to file a lawsuit against Jia Yueting for infringing on reputation.
    
-   **Avita Management**: Proactively adjusted salaries, excluding regular employees.
    
-   **NIO-SW 2023**: Revenue reached 55.62 billion RMB, cash reserves increased to 57.3 billion RMB. Q1 revenue expected to be between 10.5 billion to 11.09 billion RMB; estimated deliveries of 31,000 to 33,000 vehicles.
    
-   **State-owned Assets Supervision and Administration Commission of the State Council**: State-owned car companies are not developing new energy vehicles fast enough, conducting separate assessments on three central automotive enterprises regarding new energy vehicle business.
    
-   **Dada Group**: Disclosed results of individual questionable business review.
    

Independent third-party review indicates that the company's management was not involved in planning, actions were taken by individual employees. Relevant employees have been dealt with, and the company will further standardize corporate governance and internal processes, strictly adhere to relevant regulations for transparent and timely information disclosure.

### **Artificial Intelligence**

-   **Media**: Temasek is discussing investing in OpenAI.
    
-   **Media**: Alibaba leads investment in Chinese AI startup MiniMax, with a valuation exceeding $2.5 billion.
    
-   **Media**: AMD's custom-made AI chips for the Chinese market did not pass the U.S. Department of Commerce's approval.
    
-   **The Wall Street Journal**: AI search startup Perplexity's valuation is expected to double to $1 billion.
    
-   **AMD CFO**: Anticipates a rebound in customer server investments in 2024.
    

Customers are shifting spending to AI in 2023, extending the server technology refresh cycle. Due to high operating costs of old servers, some customers are considering server updates in 2024. The company expects a "better backdrop" in the server market.

### **Cryptocurrency**

-   In the early Asian market, Bitcoin failed to hold above $60,000 after hitting a new high, dropping below the $60,000 mark, down over $9,300 from the record high, a 10.7% intraday decline. Ethereum dropped to $3,400 per coin, down 6.24% intraday.
    
-   Last night, Bitcoin briefly rose above $69,000 per coin, hitting a historic high, up 62.64% year-to-date.
    
-   Cryptocurrencies are volatile, with over 100,000 liquidations in the past half hour, liquidation amount exceeding $400 million in the past hour, with over 300,000 liquidations in the last 24 hours.
    
-   Cryptocurrency fund Split Capital founder Zaheer Ebtikar: Given that almost everyone who has ever bought Bitcoin is now profitable, we have a great chance of seeing some taking profits.
    
-   Coinbase: Some users may have encountered errors during trading, investigating the latest issues to enhance asset security.
    

### **Macro: A Global Perspective**

-   **EU Competition Commissioner**: New data laws will first regulate tech giants' app stores.

The focus is on whether small app stores can fairly use operating systems operated by dominant companies such as Apple, Google, and Microsoft. Fines for violations could be up to 10% of the company's global annual revenue, and repeat offenders could face fines of up to 20%.

* * *

The press conference of the Second Session of the 14th National People's Congress of China is being held.

### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [NIO Inc (NIO.SG)](https://longbridge.com/en/quote/NIO.SG.md)
- [Apple Inc. (AAPL.US)](https://longbridge.com/en/quote/AAPL.US.md)
- [Meta Platforms, Inc. (META.US)](https://longbridge.com/en/quote/META.US.md)
- [NIO Inc (NIO.US)](https://longbridge.com/en/quote/NIO.US.md)
- [NIO-SW (09866.HK)](https://longbridge.com/en/quote/09866.HK.md)
- [OpenAI (OpenAI.NA)](https://longbridge.com/en/quote/OpenAI.NA.md)

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